Anthony
Case
Apollon Wealth Management, LLC
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About this Advisor
Anthony Case is a certified financial planner and chartered financial consultant who works in Mount Pleasant, South Carolina with 5 years of relevant experience. Case is on the advisory team at Apollon Wealth Management, LLC. During their career, Case has held roles at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Apollon Wealth Management, LLC, Apollon Insurance Group and Northwestern Mutual Wealth Management Company. Case maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Florida, Georgia, North Carolina, South Carolina and Texas. Apollon Wealth Management, LLC is a financial advisory business operating out of Mount Pleasant, SC. It has offices in 34 locations and a total of 117 people on staff. It administers $3 billion in assets under management between its 11,192 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises five charitable organizations. Of its 11,192 accounts, just 8% are held by high-net-worth individuals who have more than $1 million in investable assets. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services and selection of other advisers. Fees charged by financial advisors usually depend on which services are provided. However, fee types billed by Apollon Wealth Management, LLC most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Apollon Wealth Management, LLC Brokerage Details
$3,362,897,429
117
11,192
$300,473
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
Anthony Case Work History
Anthony has been registered as a financial advisor for 5 years.*
Apollon Wealth Management, LLC
Apollon Insurance Group
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services LLC
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anthony Case to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Apollon Wealth Management, LLC
Mount Pleasant, SC
Redondo Beach, CA
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
Portland, ME
Aiken, SC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
